Chris R. Halvey, ChFC ®, CLU ®
Mr. Halvey is Director of Insurance and Case Design for Heritage Strategies, LLC. He oversees the team responsible for analyzing and monitoring all client life insurance portfolios. His analyses includes advanced planning techniques and the sophisticated use and design of life insurance.
Mr. Halvey monitors ongoing life insurance industry developments and closely examines the financial stability of underlying companies (i.e. dividend and financial analysis). In addition, he monitors changes in tax laws and other legislation to ensure that client objectives continue to be met.
Prior to joining Heritage Strategies, LLC, Mr. Halvey earned his Bachelors Degree from Stony Brook University with a double major in Economics and Business Management, and a concentration in Finance.
Mr. Halvey holds his Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) designations and is currently pursuing his Certified Financial Planner® (CFP®) designations.